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The Wall Street Geek

The Wall Street Geek

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After turning $1100 into $7015 in the stock market right out of college, Michelle worked 15 years on Wall Street at Morgan Stanley, Citigroup and Goldman Sachs. She writes a nationally syndicated online investing blog called "The Wall Street Geek" with investment tips and insights for everyday investors, has written a book called "How to Buy Stocks Online", and runs an independent investment advisory company in NYC called Price Capital LLC. She has degrees from Rice and Stanford Universities ...
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American Potential is a national award-winning podcast that shares how individuals are taking action in their community to break barriers. While some of our guests may be public officials or influencers, many are ordinary Americans who decided, “enough is enough” and are stepping up in a big way. We share policy solutions to the most important challenges our country faces and talk to people who are doing something about it. Our hope is that when you hear about other people’s stories of succe ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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In this episode of American Potential, guest host Drew Klein, Regional Vice President for Americans for Prosperity, speaks with Megan Novak, State Director of AFP Wisconsin, about the looming fiscal cliff and the critical need to make the Tax Cuts and Jobs Act permanent. Novak shares the profound impact these tax cuts have had on small businesses a…
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In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC ETFs were more successful than the ETH ETFs. We also delve into the difference between buying to hold and arbitrage, BTC ETF options, and much more. Enjoy! — Follow …
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In this episode of American Potential, guest Stephen Chacko, a real estate developer from Texas, joins host Jeff Crank to share his story of navigating unexpected challenges after purchasing a property in Fort Worth. Chacko discovered that his multifamily apartment complex had a historical overlay—something he wasn’t aware of when he bought the pro…
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Investors often try to anticipate whether elections will have an impact on the financial markets. But history tells us equity returns are roughly the same no matter who occupies the White House. Bernstein’s Senior National Director of Investment Insights, Matt Palazzolo, offers his perspective on how politics in this election year and beyond could …
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In this episode of American Potential, guest host Ross Connolly, Northeast Regional Director for Americans for Prosperity, speaks with Tyler Lindholm, the State Director for AFP Wyoming and a self-proclaimed “crypto cowboy.” They dive into the looming fiscal cliff facing America in 2024 and the importance of grassroots efforts to hold lawmakers acc…
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In this episode of American Potential, guest host David Thompson speaks with Henry Kriegel, Deputy State Director of Americans for Prosperity in Montana, about the impending "fiscal cliff" and its potential impact on Americans. Kriegel breaks down the key deadlines and provisions within the fiscal cliff, including the expiration of the Tax Cuts and…
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Two Decades of Fighting for Freedom: Brent Gardner on the Journey of Americans for Prosperity Description: In this milestone episode of American Potential, host Jeff Crank interviews Brent Gardner, Chief Government Affairs Officer of Americans for Prosperity (AFP), as the organization celebrates 20 years of grassroots-driven impact. Brent shares th…
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In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy! — Follow Charles Edwards: https://x.com/caprioleio Follow Felix: ht…
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In this episode of American Potential, host Jeff Crank sits down with Brad Stevens, former Americans for Prosperity (AFP) employee and current State Director for U.S. Senator Pete Ricketts. Brad reflects on his 14-year journey with AFP, sharing stories of grassroots victories, policy change, and the power of community activism. From memorable door-…
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Consumer spending has remained steady overall this year, but spending patterns have shifted. Bernstein senior research analyst Snezhana Otto breaks down the current landscape for consumers and retailers. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are rel…
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In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy! — Fo…
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In this episode of American Potential, host Jeff Crank welcomes Dr. Marty Makary, a professor at Johns Hopkins School of Medicine and author of the new book, Medical Blindspots: When Medicine Gets It Wrong and What That Means for Our Health. Dr. Makary dives into the challenges within the medical industry, discussing how groupthink, outdated recomm…
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In this episode of American Potential, host Jeff Crank sits down with Yuval Levin, Director of Social, Cultural, and Constitutional Studies at the American Enterprise Institute and author of the new book, American Covenant: How the Constitution Unified Our Nation and Could Again. Levin delves into how the Constitution was designed to manage conflic…
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This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy! – Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthom…
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In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https:…
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In this episode of American Potential, host Jeff Crank speaks with Matt Keenan, Federal Affairs Liaison for Americans for Prosperity, about the upcoming changes to vehicle emission standards and how they will impact consumer choice. Set to go into effect in 2027, these new regulations, pushed by the Biden-Harris administration, could lead to a sign…
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In this episode of American Potential, host Jeff Crank is joined by Kirby West, an attorney from the Institute for Justice, and Andrea Moceri, a parent using Alaska's correspondence program, to discuss the legal battles surrounding educational choice in Alaska. The correspondence program, designed to meet the unique needs of Alaskan families—especi…
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Investors often ask, “What are families like ours doing with their wealth?” To help answer that question, Bernstein interviewed families from around the world about their top-of-mind concerns. In this episode, study author Anne Bucciarelli shares the extraordinary ways families are using their wealth to make a lasting impact and how they navigate c…
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This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy! – Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc…
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In this episode of American Potential, host Jeff Crank welcomes former Texas Congressman Jeb Hensarling to discuss the critical issues of government overreach, the economy, and the differences between big government conservatism and classic liberal conservatism. Hensarling, who served as Chairman of the House Financial Services Committee, shares hi…
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In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy! – Follow Eric Wallerstein: https://x.com/ericwallerstein Ya…
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In this episode of American Potential, host Jeff Crank is joined by Austen Bannan to explore the evolving landscape of independent contract work. Bannan delves into the challenges and opportunities faced by independent contractors, especially in light of recent regulatory changes. As more individuals turn to freelance and gig work, understanding th…
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This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc92…
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In this episode of American Potential, host Jeff Crank speaks with Chalmers Carr, President and CEO of Titan Farms, the largest peach producer on the East Coast. Carr delves into the intricacies of the H-2A visa program, a crucial tool for American agriculture that has benefited both his farm and its workers for decades. He shares how the program h…
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In this episode of American Potential, host Jeff Crank talks with Jim and Marcus Neiman, leaders of a fifth-generation timber production company in South Dakota. The Neimans share their experience of grappling with unexpected cuts to the federal Timber Sales Program, a crucial initiative they had relied on to plan their business operations years in…
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In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy! -- Follow Michael…
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After skyrocketing in recent years, the U.S. national debt is projected to continue growing at an unsustainable pace. Should investors be concerned? Bernstein Senior Research Analyst Chris Brigham examines factors that have contributed to the debt’s rise and outlines key steps for avoiding a major crisis. For more context, read our new white paper …
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In this episode of American Potential, host Jeff Crank is joined by Daniel Bassali, Managing Director for Grassroots Brand Marketing at Stand Together, to explore the power of grassroots movements in transforming communities across America. Bassali shares inspiring stories of how everyday citizens are driving significant change by breaking down gov…
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This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https…
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In this episode of American Potential, host Jeff Crank speaks with Shawn Woods, a Kansas City builder, about the unintended consequences of the city’s adoption of new energy standards tied to funds from the Inflation Reduction Act. Woods explains how these regulations have significantly increased the cost of building homes, pushing prices higher an…
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In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy! -- Follow Capital Flows: https://x.com/Globalflows Capital…
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In this episode of American Potential, host Jeff Crank talks with Matt Curran, grassroots program manager for education and training at Americans for Prosperity, about the upcoming 2027 regulations for light-duty and medium-duty vehicles. Curran discusses the significant impact these regulations will have on both the automotive industry and everyda…
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In this episode of American Potential, host Jeff Crank sits down with U.S. Senator Rick Scott of Florida to address the critical issue of the nation’s ballooning $35 trillion debt. U.S. Senator Scott, drawing from his extensive experience as the former governor of Florida and a successful healthcare executive, discusses practical strategies to curb…
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This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-…
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In this episode of American Potential, host Jeff Crank is joined by former Vice President Mike Pence for a deep dive into the challenges facing America today. Pence shares his insights on the critical need to reduce government overreach, emphasizing the importance of limited government and individual liberty. Reflecting on his tenure in the Trump a…
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The lifetime exclusion amount for gift and estate taxes is scheduled to fall by half in 2026. Who does this change affect—and how can they manage the financial impact? Estate planning expert Jennifer Goode explains the potential impacts of the looming tax cliff and shares insights on tax-conscious wealth transfer strategies. Note to All Readers: Th…
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In this episode of American Potential, host Jeff Crank sits down with Georgia Attorney General Chris Carr to discuss the critical fight against federal government overreach and the vital role states play in defending federalism. Carr shares his experiences leading numerous lawsuits against the Biden administration, focusing on the importance of cha…
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In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follo…
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This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Qui…
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In this episode of American Potential, host Jeff Crank is joined by Jake Coleman, Minnesota State Director for Americans for Prosperity (AFP), and RaeAnna Lee, the state’s Legislation Director, to discuss the tumultuous end to the Minnesota state senate session. The conversation highlights how a last-minute delay by a Democratic Socialist senator l…
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In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.c…
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In this episode of American Potential, host Jeff Crank welcomes Darin Selnick, a United States Air Force veteran and senior advisor for Concerned Veterans for America. Selnick shares his extensive background in healthcare and military service, discussing how these experiences shaped his role as a senior advisor to two VA secretaries and as the Vete…
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In this powerful episode of American Potential, host Jeff Crank interviews Gordo DeCastro, who shares his harrowing journey from a prosperous life in Venezuela to seeking refuge in the United States. Gordo recounts his family's successful businesses and the comfortable life they led before Venezuela's economy collapsed due to hyperinflation and ram…
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In this episode of American Potential, host Jeff Crank discusses the impact of overregulation on businesses and consumers in Kansas with State Representative Barb Wasinger and Randy Stookey, Senior Vice President and General Counsel for the Kansas Grain and Feed Association. They delve into the newly passed House Bill 2648, which seeks to curb exce…
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This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https:…
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In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter…
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In this episode of American Potential, Jeff Crank interviews Daniel Chang Contreras, who shares his experiences of growing up in Venezuela during a period of severe economic and political crisis. Daniel discusses the devastating effects of hyperinflation on his family's business and the broader societal challenges, including scarcity of basic goods…
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This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow F…
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In this episode of American Potential, host Jeff Crank sits down with Chris Habig, President and CEO of Freedom HealthWorks. Chris shares his journey from a family steeped in medicine to co-founding a business that helps doctors break free from traditional insurance models. He discusses the challenges and inefficiencies in the current healthcare sy…
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In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy! -- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.co…
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